19 Oct
|
CI Investments
|
Halifax Regional Municipality
19 Oct
CI Investments
Halifax Regional Municipality
Drive impactful advisor relationships with CI as a Business Development Manager in Halifax. This role focuses on sales support and advisor engagement across Atlantic Canada.
As a Senior Business Development Manager at CI, you will report directly to the VP, Head of Assante Sales. Your key responsibilities will include developing and maintaining strong relationships with Assante advisors, supporting growth initiatives, and enhancing regional sales strategies. This role is ideal for those with a background in inside sales or internal wholesaling, looking to elevate their impact in the wealth management sector.
Key Responsibilities:
• Build solid relationships with Assante advisors across Atlantic Canada
• Engage in regular meetings to support advisors' business objectives
• Provide timely follow-up on advisor inquiries and initiatives
• Support regional sales strategies and help identify growth opportunities
• Collaborate with internal teams for cohesive advisor engagement
Requirements:
• Minimum 2 years in investment or wealth management
• Experience in financial advising or business development preferred
• Strong organizational skills and multiple relationship management
• Canadian Securities Course required; CIM or CFA is a plus
• Familiarity with CRM systems is advantageous
Leverage your sales support expertise and advisor relationships to thrive at CI in Halifax.
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📌 Business Development Manager Halifax (Halifax Regional Municipality)
🏢 CI Investments
📍 Halifax Regional Municipality